J.P. Morgan Private Wealth Advisors’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.41M | Sell |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $3.54M | Sell |
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|
2022
Q4 | $3.71M | Buy |
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|
2022
Q3 | $2.77M | Buy |
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|
2022
Q2 | $2.83M | Hold |
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|
2022
Q1 | $3.15M | Sell |
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|
2021
Q4 | $3.24M | Buy |
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|
2021
Q3 | $2.91M | Hold |
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|
2021
Q2 | $2.94M | Hold |
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|
2021
Q1 | $2.8M | Hold |
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|
2020
Q4 | $2.6M | Sell |
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|
2020
Q3 | $2.34M | Hold |
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|
2020
Q2 | $2.24M | Sell |
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|
2020
Q1 | $2.43M | Sell |
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|
2019
Q4 | $3.7M | Hold |
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|
2019
Q3 | $3.47M | Sell |
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|
2019
Q2 | $3.47M | Buy |
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|
2019
Q1 | $3.35M | Buy |
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|
2018
Q4 | $2.7M | Sell |
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|
2018
Q3 | $3.45M | Hold |
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|
2018
Q2 | $3.27M | Sell |
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|
2018
Q1 | $3.24M | Sell |
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|
2017
Q4 | $3.64M | Sell |
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|
2017
Q3 | $3.61M | Sell |
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|
2017
Q2 | $3.51M | Sell |
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|
2017
Q1 | $3.48M | Sell |
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|
2016
Q4 | $3.45M | Hold |
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|
2016
Q3 | $3.32M | Hold |
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|
2016
Q2 | $3.26M | Sell |
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|
2016
Q1 | $3.24M | Buy |
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|
2015
Q4 | $2.93M | Buy |
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|
2015
Q3 | $2.38M | Hold |
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|
2015
Q2 | $2.56M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $3.39M | Buy |
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|
2014
Q3 | $3.23M | Sell |
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|
2014
Q2 | $3.63M | Sell |
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|
2014
Q1 | $3.75M | Sell |
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|
2013
Q4 | $5.42M | Sell |
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|
2013
Q3 | $5.06M | Buy |
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|
2013
Q2 | $4.88M | Buy |
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